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Tata Income Plus Arbitrage Active FOF - Regular Plan Growth Option

Tata · Arbitrage
Low
₹10.55
Current NAV
25 Jun 2026
7.9%
1Y Return
6.9%
3Y CAGR
5.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.44).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.94
Sharpe Ratio
0.84
Beta
5.44
Alpha
1.17
Sortino
Fund Details
Fund House Tata
Category Arbitrage
AUM ₹9490 Cr
Expense Ratio 1.64%
Min SIP ₹500
Min Lumpsum ₹1000
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